McKinley Carter Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
2,556
-8
| -0.3% | -$1.64K | 0.03% | 209 |
|
|
2025
Q1 | $497K | Buy |
2,564
+8
| +0.3% | +$1.55K | 0.03% | 205 |
|
|
2024
Q4 | $501K | Hold |
2,556
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $506K | Hold |
2,556
| – | – | 0.03% | 207 |
|
|
2024
Q2 | $467K | Buy |
2,556
+42
| +2% | +$7.67K | 0.03% | 215 |
|
|
2024
Q1 | $459K | Hold |
2,514
| – | – | 0.03% | 214 |
|
|
2023
Q4 | $428K | Sell |
2,514
-95
| -4% | -$16.2K | 0.03% | 215 |
|
|
2023
Q3 | $405K | Hold |
2,609
| – | – | 0.03% | 223 |
|
|
2023
Q2 | $424K | Sell |
2,609
-70
| -3% | -$11.4K | 0.03% | 220 |
|
|
2023
Q1 | $413K | Sell |
2,679
-70
| -3% | -$10.8K | 0.03% | 221 |
|
|
2022
Q4 | $417K | Hold |
2,749
| – | – | 0.04% | 219 |
|
|
2022
Q3 | $372K | Buy |
2,749
+340
| +14% | +$46K | 0.03% | 214 |
|
|
2022
Q2 | $346K | Sell |
2,409
-2,036
| -46% | -$292K | 0.03% | 233 |
|
|
2022
Q1 | $721K | Buy |
4,445
+1,880
| +73% | +$305K | 0.06% | 171 |
|
|
2021
Q4 | $441K | Buy |
2,565
+129
| +5% | +$22.2K | 0.03% | 203 |
|
|
2021
Q3 | $374K | Buy |
2,436
+986
| +68% | +$151K | 0.03% | 215 |
|
|
2021
Q2 | $224K | Hold |
1,450
| – | – | 0.02% | 267 |
|
|
2021
Q1 | $213K | Hold |
1,450
| – | – | 0.02% | 277 |
|
|
2020
Q4 | $205K | Buy |
+1,450
| New | +$205K | 0.03% | 256 |
|
|
2020
Q1 | – | Sell |
-2,072
| Closed | -$258K | – | 181 |
|
|
2019
Q4 | $258K | Hold |
2,072
| – | – | 0.06% | 143 |
|
|
2019
Q3 | $248K | Hold |
2,072
| – | – | 0.06% | 144 |
|
|
2019
Q2 | $239K | Buy |
+2,072
| New | +$239K | 0.06% | 144 |
|
|
2018
Q2 | – | Sell |
-1,450
| Closed | -$147K | – | 374 |
|
|
2018
Q1 | $147K | Buy |
+1,450
| New | +$147K | 0.05% | 184 |
|